Jeff Simes and Matt Spicer, AIF®, PPC™ Recognized as Leading DC Wholesalers, as Voted on by Thousands of Retirement Plan Advisors
Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced that two regional vice presidents, Jeff Simes and Matt Spicer, AIF®, PPC™, have been named to the sixth annual list of NAPA Top 100 Defined Contribution (DC) Wholesalers by the National Association of Plan Advisors (NAPA). This represents a second win for Spicer, who was previously named to the 2017 edition of the list.
The finalists for this year’s list, which recognizes the top recordkeeping and Defined Contribution Investment Only (DCIO) external wholesalers, were selected by thousands of retirement plan advisors from a list of more than 600 wholesalers nominated by NAPA Firm Partner recordkeepers and DCIOs.
According to NAPA, the award winners—referred to as the “Wingmen” for consistently having the backs of their advisor clients—represent the top 7% of an estimated 1,400 recordkeeping and DCIO external wholesalers throughout the country.
“Being named among NAPA’s Top 100 DC wholesalers is a huge accomplishment and a well-deserved recognition of Jeff and Matt’s efforts to go above and beyond for our partners and their retirement plan clients,” said Jason Crane, head of retirement distribution at Ascensus. “Congratulations to them both from the whole Ascensus team. Their work is an excellent example of the value and expertise we strive to deliver to all those saving for their future retirement, and representative of the talent we have across the broader organization.”
The complete 2019 Top 100 DC Wholesalers list is available on NAPA Net and will be published in the fall issue of NAPA Net the Magazine.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.